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  1. Last 7 days
    1. They would be very happy to have a tool that does one wafer per hour and it costs them a fortune to run. They would build a fab with a thousand of those and be super happy with it.

      大多数人认为效率低下、成本高昂的制造设备是失败的象征,但作者认为中国可能会接受效率极低的EUV设备,因为摆脱对西方技术的依赖是他们的首要目标。这挑战了传统制造业追求效率和成本效益的常识。

  2. Apr 2026
    1. Chinese labs, for their part, are not purely idealistic: Open-source is not only free advertising but also a shrewd workaround. Without access to cutting-edge chips restricted by US export controls, releasing models openly accelerates the cycle of external feedback and contributions that compensates for constrained compute.

      大多数人认为中国开源AI是出于理想主义或技术自信,但作者认为这实际上是一种战略性的 workaround(变通方法)。由于无法获得美国限制出口的高端芯片,中国通过开放源代码来加速外部反馈循环,弥补计算能力的不足,这是一种务实而非理想主义的策略。

  3. Jan 2026
    1. I am skeptical of the decisive strategic advantage when I filter it through my main preoccupation: understanding China’s technology trajectories. On AI, China is behind the US, but not by years

      author thinks there's no US decisive strategic advantage really vis-a-vis China.

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